Affluent Relationship Manager

Job Title: CFP & Relationship Manager / Investment Advisor

Experience: 2 - 6 years in financial planning and wealth management advisory

Education: Graduate, CFP/CFA/CA preferred

Locations: Gurgaon

Our Client: A leading fintech platform transforming the way Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.

About the Role: We are looking for a dynamic and experienced investment advisor with a proven track record. As a Relationship Manager, serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key Responsibilities:

Client Relationship Management:

• Build and maintain strong, trust-based relationships with affluent / high-net-worth clients , acting as their primary point of contact for all financial matters.
• Proactively engage with clients to understand their evolving needs, address concerns, and provide personalised advice.
• Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base.

Financial Planning:

• Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimisation, retirement planning, and estate planning.
• Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances.
• Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
• Optimise portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines.
• Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalised financial plan.

Business Development:

• Leverage existing networks and relationship-building skills to acquire new clients and expand the firms assets under management (AUM).
• Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

Requirements:

Qualifications:

• Bachelors degree in Finance, Economics, Business Administration, or a related field.
• Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.

Experience:

• Minimum of 2 years of experience in financial planning and wealth management in India.
• At least 2 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
• Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).

Skills:

• Strong knowledge of Indian financial products, tax laws, and investment vehicles. (e.g. mutual funds, AIF, ULIPs, PMS, REITs)
• Expertise in financial planning tools and software.
• Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
• Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.
• Proven ability to build and maintain client trust, with a client-centric approach to service delivery.

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